Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WLDR 5.35%
2 UTRN 3.66%
3 NEWZ 3.54%
4 IDAT 3.40%
5 RNDV 3.35%
6 BOUT 3.11%
7 SPDV 2.91%
8 QQJG 2.82%
9 FCLD 2.81%
10 BKC 2.76%
11 RYJ 2.59%
12 UPGD 2.36%
13 SDOG 2.13%
14 QQQN 2.12%
15 DDIV 1.99%
16 SPYD 1.89%
17 DVYL 1.80%
18 QQQJ 1.74%
19 PVAL 1.66%
20 GURU 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.74M (13.60%) 769.01K
Increased by +2.68%
Mar 31, 25
2 JPMorgan Chase & Co 18.92M (8.95%) 2.16M
Increased by +11.42%
Mar 31, 25
3 Sanders Capital, LLC 18.32M (8.66%) 1.79M
Increased by +9.75%
Mar 31, 25
4 Capital Research Global Investors 15.55M (7.36%) -69.87K
Decreased by -0.45%
Mar 31, 25
5 BlackRock Inc 13.49M (6.38%) -78.61K
Decreased by -0.58%
Mar 31, 25
6 Franklin Resources Inc 8.61M (4.07%) 6.73M
Increased by +78.18%
Mar 31, 25
7 State Street Corp 8.57M (4.05%) -137.73K
Decreased by -1.61%
Mar 31, 25
8 State Street Corporation 7.85M (3.71%) -1.72M
Decreased by -21.87%
Mar 31, 24
9 Valueact Holdings, L.p. 7.69M (3.64%) -5.75M
Decreased by -74.80%
Sep 30, 23
10 FMR Inc 6.85M (3.24%) 193.66K
Increased by +2.83%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 5.49M (2.60%) 896.30K
Increased by +16.34%
Mar 31, 25
12 Geode Capital Management, LLC 4.48M (2.12%) 186.30K
Increased by +4.16%
Mar 31, 25
13 Bank of America Corp 4.04M (1.91%) -598.37K
Decreased by -14.79%
Mar 31, 25
14 Wellington Management Company LLP 4.01M (1.89%) -334.41K
Decreased by -8.35%
Mar 31, 24
15 Slate Path Capital LP 3.44M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 3.15M (1.49%) -352.66K
Decreased by -11.19%
Sep 30, 24
17 Amvescap Plc. 2.86M (1.35%) 99.88K
Increased by +3.49%
Mar 31, 25
18 Goldman Sachs Group Inc 2.33M (1.10%) -1.50M
Decreased by -64.45%
Dec 31, 24
19 NORGES BANK 2.21M (1.05%) 459.64K
Increased by +20.78%
Dec 31, 23
20 Citadel Advisors Llc 2.16M (1.02%) 1.98M
Increased by +91.90%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.79M (3.21%) 89.17K
Increased by +1.31%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 6.64M (3.14%) 5.13K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.98M (2.83%) 95.18K
Increased by +1.59%
Apr 30, 25
4 Fidelity® Low-Priced Stock 5.05M (2.39%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Mid Cap Index Institutional 4.60M (2.18%) 44.14K
Increased by +0.96%
Apr 30, 25
6 American Funds Capital Income Bldr A 4.59M (2.17%) 420.32K
Increased by +9.16%
Mar 31, 25
7 American Funds Income Fund of Amer A 4.36M (2.06%) -208.21K
Decreased by -4.77%
Mar 31, 25
8 JPMorgan Equity Income I 4.30M (2.04%) 290.13K
Increased by +6.74%
Apr 30, 25
9 JPM US Equity Income-MA 4.10M (1.94%) 4.10M
Increased by +99.90%
Sep 30, 23
10 JPM US Equity Income-Composite 4.01M (1.90%) 233.97K
Increased by +5.83%
Mar 31, 25
11 Vanguard Windsor™ II Inv 3.96M (1.87%) 159.08K
Increased by +4.02%
Mar 31, 25
12 Putnam Large Cap Value A 3.72M (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
13 Putnam US Large Cap Value Equity 3.72M (1.76%) 3.72M
Increased by +100.00%
Mar 31, 25
14 AZ InvestEd Ivy Science & Tech E 3.51M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
15 Macquarie Science and Technology 3.51M (1.66%) 259.00K
Increased by +7.37%
Mar 31, 25
16 Macquarie Science and Technology C 3.51M (1.66%) 0.00
Increased by 0.00%
Apr 30, 25
17 American Funds Capital World Gr&Inc A 3.48M (1.65%) -1.17M
Decreased by -33.69%
Mar 31, 25
18 Capital Group World Growth & Inc Cmp 3.48M (1.65%) -1.17M
Decreased by -33.69%
Mar 31, 25
19 Delaware Ivy Science and Technology C 3.26M (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
20 Ivy Science/Technology Composite 3.26M (1.54%) -22.63K
Decreased by -0.69%
Sep 30, 24